Testimonials

I was pretty lost when it came to Financial Planning and building my retirement portfolio.

Fortunately, I was recommended Andy from one of my nursing colleagues.

From our first meeting years ago Andy listened and helped provide us with both financial advice and a very sound strategy to build our wealth. Along the way we have also had much help with UK state pension advice in order to receive a full pension.

Andy has a great team working with him. Stacy, Vicky and Diane have all helped us enormously through the years.

I would definitely recommend the Vista Team.

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Choosing to transfer my pension from the UK to Australia was a big decision and not one I took without lots of deliberation. Part of the challenge was finding someone with the knowledge and expertise to help me through both the HMRC and ATO rules and regulations.

Andy at Vista has been great throughout. Explaining everything in detail, sharing his knowledge and expertise, and answering my many questions. His friendly professionalism is reassuring as is his willingness to spend as much time as is needed to explain and work through the transfer process, ensuring all the regulatory requirements are met and the ongoing implications of the decisions you make are clearly understood.

In fact the whole team at Vista have been friendly and supportive and I have no hesitation in recommending Andy and his team.

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I have found my experience with Andy and the team faultless. He explains things in a manner that makes sense. Using their service has provided peace of mind, I certainly do not think my portfolio would be in the position it is without his advice and guidance. I would not hesitate to recommend his services.

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"My wife and I have used the services of Vista finance since 2013 dealing with Andy throughout. He has assisted and advised us on both UK pensions and private pensions being transferred from the UK to Australia. When transferring my wife's pension it was complex, as she worked for a government department. Vista/Andy helped us make the transition flawlessly and kept us informed all the time on how the progress was going.

As Andy worked in the UK in finance it made sense to work with someone that understands the finance in the UK as well as being registered here in Australia. He has continued to advise us following our transition to retirement and then retirement. The whole team are easy to deal with and always respond quickly to our questions.

Living in Queensland now we have our reviews over the video communications platform they use, and works well for us. We would have no issues recommending the services of Vista Finance/Andy to our family and friends."

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We engaged Andy and his team with two key objectives in mind. Firstly, to transfer our existing UK Pension portfolio to Australia and secondly to invest the money to support our retirement plans.

Transferring UK Pensions to Australia is obviously very complex (just Google it!). Andy guided us through that process in the most efficient & effective way, which culminated in us setting up a Self - Managed Super Fund that complied with all UK and Australian legislative requirements.

Following this, we agreed with Andy an investment strategy that suited our level of risk and return and I am very pleased to say he has delivered on this strategy over a sustained period of time.

We hold regular review meetings with Andy to ensure everything is on track and we are provided with all the required information to ensure the Super Fund is managed in accordance with all legal requirements.

Communications with Andy and his team are timely and efficient and he is also very personable and easy to work with.

In summary, if you want someone who is experienced, easy and efficient to work with and delivers results then we would not hesitate in recommending Andy.

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Andy and his team at Vista Financial Services have exceeded our expectation's.

Andy’s knowledge, expertise, support, and communication has made transferring our UK pensions over to Australia along with retirement planning a process that has been pleasurable, not stressful. We could not have done this alone!

We were recommended to Andy by another expat and we can’t recommend Andy highly enough. It has been life changing for us.

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Andy and the Vista team have been looking after us and helping us manage our retirement plans and goals for over a decade now. Throughout that time, they have always shown such care and consideration and have consistently exceeded our expectations. Financial advice and strategy are complex and sometimes daunting areas and on so many occasions Andy and the team have gone way beyond what could reasonably be expected, to ensure they give help, sound advice and reassurance. I have no hesitation in recommending Andy and Vista.

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I am happy to recommend Andrew Williams to anyone wanting good honest advice and ongoing support with financial planning.

My husband and myself have engaged Andrew since we arrived in Australia, he has facilitated transfer of NHS pension and has managed our superannuation funds and more recently guided us into accessing a pension.

We meet every year in person or via ZOOM and spend quality time discussing our financial expectations.

Andrew is happy answering our many questions and spends time explaining our options.

The team behind Andrew at Vista maintain contact with us and make implementing advice smooth and uncomplicated.

We are very happy with the services provided by Andrew and intend to continue engaging him to guide us into our retirement years.

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It’s a pleasure to recommend the team at Vista Financial. We had a relatively complicated financial situation as we needed to bring a pension to Australia from the UK as the pension transfer rules were changing and just as Brexit was happening. Andy was excellent to work with. He has specialist knowledge and is highly trustworthy. We have worked with Andy, Stacey and Vicky since that time and they have expertly steered us into full retirement and reliance on our super. They are thorough, prompt, reliable and easy to work with.

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Amazing service!

Andy and the team are friendly, approachable, knowledgeable and professional in all matters for financial planning. Their expertise in UK pension and Australian super funds is so reassuring especially when having to manage this minefield as migrants. Highly recommend.